Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.2B
AUM Growth
+$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,490
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$147M
3
+$68.2M
4
BHVN
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
+$58.9M
5
AMZN icon
Amazon
AMZN
+$46.2M

Top Sells

1
+$131M
2
+$103M
3
+$96.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$71.8M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$63.7M

Sector Composition

1 Technology 17.12%
2 Healthcare 11.2%
3 Financials 9.96%
4 Industrials 8.94%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$36.6M 0.05%
521,140
+4,651
302
$36.3M 0.05%
1,787,192
+91,848
303
$36.3M 0.05%
535,995
+33,317
304
$36.2M 0.05%
1,502,019
+46,629
305
$35.6M 0.05%
2,126,522
-156,168
306
$35.5M 0.05%
168,543
-6,515
307
$35.5M 0.05%
85,931
+1,776
308
$35.4M 0.05%
211,950
+2,946
309
$35.2M 0.05%
698,953
-88,718
310
$35.1M 0.05%
575,806
+24,550
311
$34.8M 0.05%
326,847
+62,142
312
$34.6M 0.05%
318,281
+25,498
313
$34.5M 0.05%
117,418
+40,528
314
$34.3M 0.05%
231,840
-267,527
315
$34.1M 0.05%
671,671
+76,552
316
$33.9M 0.05%
618,031
+34,315
317
$33.8M 0.05%
79,720
-137
318
$33.6M 0.05%
968,360
+41,328
319
$33.3M 0.05%
359,541
+7,913
320
$33.2M 0.05%
408,577
+19,786
321
$33.1M 0.05%
486,108
+153,075
322
$32.6M 0.05%
599,459
-93,119
323
$32.4M 0.05%
835,411
+84,251
324
$32.2M 0.05%
490,949
+5,949
325
$32.1M 0.05%
585,634
+72,250
11 12
13
14 15